Empower Advisory Group’s NextEra Energy NEE Stock Holding History

Empower Advisory Group’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$189M	Buy	2,148,375 +39,895	+2%	+$3.61M	0.45%	37
2026 Q1	$196M	Buy	2,108,480 +40,719	+2%	+$3.62M	0.51%	36
2025 Q4	$166M	Buy	2,067,761 +13,856	+0.7%	+$1.15M	0.45%	36
2025 Q3	$155M	Buy	2,053,905 +54,140	+3%	+$3.96M	0.43%	42
2025 Q2	$139M	Buy	1,999,765 +76,953	+4%	+$5.35M	0.42%	42
2025 Q1	$136M	Buy	1,922,812 +99,485	+5%	+$7.02M	0.44%	42
2024 Q4	$131M	Buy	1,823,327 +41,328	+2%	+$3.21M	0.44%	41
2024 Q3	$151M	Buy	1,781,999 +32,324	+2%	+$2.52M	0.51%	36
2024 Q2	$124M	Buy	1,749,675 +46,157	+3%	+$3.27M	0.46%	43
2024 Q1	$109M	Buy	1,703,518 +296,988	+21%	+$17.4M	0.41%	51
2023 Q4	$85.4M	Buy	1,406,530 +243,693	+21%	+$13.9M	0.34%	69
2023 Q3	$66.6M	Sell	1,162,837 -114,012	-9%	-$7.89M	0.29%	74
2023 Q2	$94.7M	Buy	1,276,849 +22,743	+2%	+$1.72M	0.41%	50
2023 Q1	$96.2M	Buy	+1,254,106	New	+$96.4M	0.43%	44

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group's NEE Position: Q2 2026 in Review

Empower Advisory Group increased its NextEra Energy (NEE) stake by 1.9% in Q2 2026, buying an estimated $3.61M and bringing the position to 2,148,375 shares worth $189M. The position accounts for 0.45% of the portfolio, ranked #37.

Empower Advisory Group first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. The position peaked at $196M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Empower Advisory Group held 2,148,375 shares of NextEra Energy worth $189M as of Q2 2026.
Empower Advisory Group bought 39,895 NextEra Energy shares in Q2 2026, an estimated $3.61M.
NextEra Energy made up 0.45% of Empower Advisory Group's portfolio in Q2 2026, its #37 holding.
Empower Advisory Group first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's NextEra Energy position peaked at $196M in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.